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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,611 | $79,557-21.3% | $118,746-47.3% | $70,126-10.7% |
| Participation rate | 53.8% | 71.4%-17.5pp | 78.3%-24.4pp | 69.5%-15.7pp |
| Annual return | 20.27% | 25.64%-5.4pp | 24.54%-4.3pp | 73.15%-52.9pp |
| Employer contribution / active EE | $922 | $2,861-67.8% | $4,193-78.0% | $2,343-60.6% |
| Participant deferral / active EE | $1,374 | $4,089-66.4% | $5,332-74.2% | $3,332-58.8% |
| Admin fee / account holder | $441 | $5,374-91.8% | $10,720-95.9% | $4,645-90.5% |